# Patra Corporation 401(k) Plan
Source: https://planprovider.pro/companies/patra-corporation-401k-plan

> Patra Corporation's 401(k) plan: 510 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Patra Corporation

- **Sponsor EIN:** 202282001

- **Sponsor Address:** 4207 TOWN CENTER BLVD BUILDING A, S, EL DORADO HILLS, CA, 95762

- **Plan Type:** 401(k)

- **Total Participants:** 510

- **Total Assets:** $21.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|510|$21.5M|$524,187|$2.6M|

| 2023|501|$17.5M|$414,677|$2.3M|

| 2022|480|$13.4M|$425,170|$2.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$49,168|—|$49,168|

| VITA PLANNING GROUP LLC|INVESTMENT ADVISOR|$45,588|—|$45,588|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$29,443|—|$29,443|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $124,199

- **Estimated Expense Ratio:** 0.578% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$163,115|$75,031|—|—|—|

| 2023|$142,534|$60,404|$900|—|—|

| 2022|$100,574|$50,511|$50,063|—|—|

## Similar Plans

- [Coalition, INC.](https://planprovider.pro/companies/coalition-inc-401k-plan) — 540 participants

- [Athens Insurance Service, INC.](https://planprovider.pro/companies/athens-insurance-services-inc-401k-plan) — 552 participants

- [Intercare Holdings, INC.](https://planprovider.pro/companies/intercare-holdings-inc-401k-plan) — 460 participants

- [Squaretrade, INC.](https://planprovider.pro/companies/squaretrade-inc-401k-plan) — 569 participants

- [Word & Brown INC. Admin., INC.](https://planprovider.pro/companies/word-brown-insurance-administrators-inc-401k-plan) — 586 participants

- [Tristar Risk Management, INC.](https://planprovider.pro/companies/tristar-risk-management-inc-401k-plan) — 762 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/patra-corporation-401k-plan)

© 2026 PlanProvider.Pro